Forbes/SHOOK
On-The-Road Regional Event

Orlando - August 12, 2021

The Ritz-Carlton Orlando,
Grande Lakes

12:00pm Lunch
12:30-5pm Sessions
Cocktails


Exclusively for Advisors, RIA’s & Teams


Speakers

Top Advisors and RIAs

  • RJ Shook, President & Co-Founder, SHOOK Research & Senior Forbes Contributor
  • Liz Shook, COO & Co-Founder, SHOOK Research
  • James Bowen, Chief Executive Officer, First Trust Portfolios L.P.
  • David McGarel, Chief Investment Officer, First Trust Portfolios L.P.
  • Brian Wesbury, Chief Economist, First Trust Portfolios L.P.
  • Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.

Sessions

  • SHOOK Talks - Best ideas from Top Advisors
  • Fighting the Good Fight
  • The Future of Our Practices
  • Post-COVID Investing
  • The New Age of Growth
  • Normal or New Normal... That is the Question

Shook Research

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Thursday,
August 12, 2021


TIME

SESSION & SPEAKER

12:00-12:30 pm

Lunch

12:30-2:45 pm

Opening Remarks

  • R.J. Shook, President & Co-Founder, SHOOK Research & Senior Forbes Contributor

Welcome

  • Steve Ritter, Managing Director, National Sales, First Trust Portfolios L.P.

Fighting the Good Fight

  • James Bowen, CEO, First Trust Portfolios L.P.
  • Intro: Steve Ritter, Managing Director, National Sales, First Trust Portfolios L.P.

The Future of Our Practices

  • Moderator: Jonathan Wills, Managing Director, RIA & Institutional Sales, First Trust Portfolios L.P.
  • Clarke Lemons, Top Advisor, Eaton Vance WaterOak Advisors
  • Paul Wood, Top Advisor, Raymond James Financial Services

A Simple Strategy for Maximizing Your Business

  • Brian Gallery, Head of Strategy & Consulting, First Trust Portfolios L.P.
  • Intro: Steve Ritter, Managing Director, National Sales, First Trust Portfolios L.P.

2:45-3:00 pm

Networking Break

3:00-4:55 pm

Post-COVID Investing

  • David McGarel, CIO, First Trust Portfolios L.P.
  • Intro: Steve Ritter, Managing Director, National Sales, First Trust Portfolios L.P.

The New Age of Growth

  • Moderator: Steve Alch, Marketing Executive & Managing Director, Merrill Lynch Wealth Management
  • Michael Valdes, Top Advisor, Merrill Private Wealth Management
  • Brandon Schoeppler, Top Advisor, Ameriprise Financial Services

Normal or New Normal; That is the Question

  • Brian Wesbury, Chief Economist, First Trust Portfolios L.P.
  • Intro: Steve Ritter, Managing Director, National Sales, First Trust Portfolios L.P.

Closing Remarks

  • RJ Shook, President & Co-Founder, SHOOK Research & Senior Forbes Contributor